Forms keyed in by hand
Delivery notes, KYC forms and application forms are retyped into the system, line by line, by people who could be doing something more useful.
Solutions · Operations
Keep documents, approvals and status updates moving without chasing.
Operations and back office teams move paper between people: delivery notes, claims, forms, discharge summaries. Agents read the documents, keep the approvals moving and tell people what changed, and the named owner signs off on each decision.
AksharAIApprovals waiting, 12 October 2026AK
The work today
What slows operations teams down
Approvals stall
A file waits with one approver for four days. Nobody knows, because nobody looks until the customer complains.
Status questions eat the day
Where is my file, has the dispatch left, did finance approve it. Each answer means opening three systems.
Reports take a day to put together
The weekly operations review needs numbers from four sheets and two systems, and someone spends Friday afternoon copying them.
How the work flows
A typical piece of work, stage by stage
- Step 1Document arrivesScan, upload, email
- Step 2Fields extractedChecked against rules
- Step 3Sent for approvalTo the right person
- Step 4Reminders sentBefore it goes overdue
- Step 5Status sharedWith everyone waiting
Agents and templates
What operations teams start with
Agents take on a whole process. Templates are smaller starting points you adapt in the studio.
Where a person approves
The decisions that stay with your team
Low confidence fields
When a field is unclear, such as a smudged amount or a missing date, the agent sends the document to a person to check.
Decisions in the workflow
The agent reminds and escalates. It never approves on someone's behalf, even when a file is overdue.
Messages to customers
Status updates to customers use templates your team approved, and anything unusual is written by a person.
Questions
From operations teams
What documents can the agent read?
Typed and scanned PDFs, photos, Excel files and emails. Handwriting is read where it is clear, and flagged where it is not.
Can it work with our existing approval system?
Yes. It can read the queue in your ERP, workflow tool or even a shared sheet, and send reminders by email, Teams or WhatsApp.
How often does it send reminders?
You set the rules: when the first reminder goes, how often, and when it escalates to the next level.
Who sees the weekly summary?
Whoever you choose. The summary is drafted from your data and a person checks it before it is circulated.
Other teams
See the work in other teams
See it on your work
Bring one slow, repetitive process. We will show you an agent doing it.
A working session with someone who builds these every week.
Or get a ballpark proposal in two minutesWhat happens next
- Step 1A short call about one process and the systems involved
- Step 2A demo of an agent working on a version of your task
- Step 3A clear view of fit, approvals and what it would take